Zacks Small-Cap Core Fund AMK Holdings History
Zacks Small-Cap Core Fund's AssetMark Financial Holdings Inc Holding Summary
As of 2023-11-30, Investment Managers Series Trust held - shares of AssetMark Financial Holdings Inc(AMK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding AssetMark Financial Holdings Inc(AMK) stock.
The initial trade took place in 2021Q3. And since then Zacks Small-Cap Core Fund has made 4 purchases of AMK, at an average price of $23.76, for a total of 53,776.00 shares. In addition, there have been 3 sales at an average price of $22.37 for 53,776.00 shares. Based on historical transaction data and AMK's current price of $35.24, Zacks Small-Cap Core Fund's estimated gain on his AMK holdings is $-74,682.77, reflecting a -5.84% gain to date.
Zacks Small-Cap Core Fund AMK ($35.24) Holding Chart
Zacks Small-Cap Core Fund AMK ($35.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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